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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,138,284 | $183,516+520.3% | $155,534+631.9% | $145,884+680.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.94% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $45,055 | $5,315+747.8% | $4,675+863.8% | $4,662+866.4% |
| Participant deferral / active EE | $19,643 | $6,467+203.8% | $5,630+248.9% | $6,690+193.6% |
| Admin fee / account holder | $363 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |